Stock Opinions by Gavin Graham - Stockchase Experts
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Gavin Graham

On Stockchase since : Oct 2000

Trustee at Pointbreak ETFs

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Stock Opinions by Gavin Graham - Stockchase Experts

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COMMENT
General Market Comment 

March 27, 2019

Brexit: the political process is very messy and PM May is now stepping down (why didn't she earlier?). While this is happening, UK is enjoying low unemployment and decent growth, but UK stocks are on sale....Lyft will do an IPO on Friday. He uses Uber, but it's never made money. This is an example for investors are desperate to find something to give them a return. Even a loss-making business can get financing....Global growth is slowing in Europe, China and North America, so long-term rates have plummeted. The inverted yield curve is an accurate harbinger of a market downturn. He's taking profits now, but interest-rate sensitives (pipelines, utilities and REITs) are back in favour and pay a dividend. Trim aggressive stocks like tech.
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Brexit: the political process is very messy and PM May is now stepping down (why didn't she earlier?). While this is happening, UK is enjoying low unemployment and decent growth, but UK stocks are on sale....Lyft will do an IPO on Friday. He uses Uber, but it's never made money. This is an example for investors are desperate to find something to give them a return. Even a loss-making business can get financing....Global growth is slowing in Europe, China and North America, so long-term rates have plummeted. The inverted yield curve is an accurate harbinger of a market downturn. He's taking profits now, but interest-rate sensitives (pipelines, utilities and REITs) are back in favour and pay a dividend. Trim aggressive stocks like tech.
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Gavin Graham

Trustee, Pointbreak ETFs...

Price Price
$0.000
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Unknown

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BUY
Microsoft(MSFT-Q) 

March 27, 2019

He's bearish tech, but this is excellent. Has performed well, pays a bit of a yield and earns a profit. Rock solid balance sheet. If you want to be in tech, buy this. You could even take some profits here.
computer software/processing
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He's bearish tech, but this is excellent. Has performed well, pays a bit of a yield and earns a profit. Rock solid balance sheet. If you want to be in tech, buy this. You could even take some profits here.
computer software/processing
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Gavin Graham

Trustee, Pointbreak ETFs...

Price Price
$116.770
Owned Owned
Unknown

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BUY
A low-risk way to play gold and a strong performer there. Buy gold in a low-interest rate environment; it will likely go up.
precious metals
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A low-risk way to play gold and a strong performer there. Buy gold in a low-interest rate environment; it will likely go up.
precious metals
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Gavin Graham

Trustee, Pointbreak ETFs...

Price Price
$101.730
Owned Owned
Unknown

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COMMENT
Bank of America(BAC-N) 

March 27, 2019

US banks have done better than Canadian ones, but is starting to falter because interest rates won't rise anymore. Canadian banks haven't suffered a real estate bear market as in America--and it may happen, as an American short-seller is touting. However, the Canadian banks are an oligopoly and protected by that. He prefers Canadian banks at this time in the market.
banks
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US banks have done better than Canadian ones, but is starting to falter because interest rates won't rise anymore. Canadian banks haven't suffered a real estate bear market as in America--and it may happen, as an American short-seller is touting. However, the Canadian banks are an oligopoly and protected by that. He prefers Canadian banks at this time in the market.
banks
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Gavin Graham

Trustee, Pointbreak ETFs...

Price Price
$27.030
Owned Owned
Unknown

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BUY
Class A or B? A shares are more liquid, and tax considerations aren't much different. You can buy either, whatever is cheaper. They trade closely together. They are a big player on LNG. If you want to diversify away from Canadian oil, look here.
integrated oils
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Class A or B? A shares are more liquid, and tax considerations aren't much different. You can buy either, whatever is cheaper. They trade closely together. They are a big player on LNG. If you want to diversify away from Canadian oil, look here.
integrated oils
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Gavin Graham

Trustee, Pointbreak ETFs...

Price Price
$62.580
Owned Owned
Unknown

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COMMENT
ING Groep NV(ING-N) 

March 27, 2019

It's been selling off. Watch sentiment about Europe with Germany and Italy in recession and Italy may leave Europe. ING has done well, but not better than 10 years ago. This is fine if you hold for 3-5 years and collect the yield.
investment companies/funds
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It's been selling off. Watch sentiment about Europe with Germany and Italy in recession and Italy may leave Europe. ING has done well, but not better than 10 years ago. This is fine if you hold for 3-5 years and collect the yield.
investment companies/funds
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Gavin Graham

Trustee, Pointbreak ETFs...

Price Price
$12.150
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Unknown

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HOLD
It's raising its dividend. This is exposed to the UK, so if you're negative about the UK, don't buy this. But if you own this and like the dividend, then stick with it. Once Brexit is sorted out, maybe the negative sentiment about the UK economy will dissipate.
Financial Services
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It's raising its dividend. This is exposed to the UK, so if you're negative about the UK, don't buy this. But if you own this and like the dividend, then stick with it. Once Brexit is sorted out, maybe the negative sentiment about the UK economy will dissipate.
Financial Services
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Gavin Graham

Trustee, Pointbreak ETFs...

Price Price
$0.000
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Unknown

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SELL ON STRENGTH
Diageo PLC(DEO-N) 

March 27, 2019

He took some profits. Pays a decent 2-3% yield. It didn't do well in the mid-2010s, and today's price is slightly ahead performance. DEO is very well run and a play on rising middle-class incomes in emerging markets.
food processing
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He took some profits. Pays a decent 2-3% yield. It didn't do well in the mid-2010s, and today's price is slightly ahead performance. DEO is very well run and a play on rising middle-class incomes in emerging markets.
food processing
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Gavin Graham

Trustee, Pointbreak ETFs...

Price Price
$163.520
Owned Owned
Unknown

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PAST TOP PICK
(A Top Pick Oct 01/18, Down 6%) Likes it as an international play in Latin America where margins are double in Canada. It's well-run. They've made big acqusitions in wealth management which ate into earnings. He still likes it. It pays nearly a 5% dividend.
banks
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(A Top Pick Oct 01/18, Down 6%) Likes it as an international play in Latin America where margins are double in Canada. It's well-run. They've made big acqusitions in wealth management which ate into earnings. He still likes it. It pays nearly a 5% dividend.
banks
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Gavin Graham

Trustee, Pointbreak ETFs...

Price Price
$70.780
Owned Owned
Yes

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PAST TOP PICK
InterRent REIT(IIP.UN-T) 

March 27, 2019

(A Top Pick Oct 01/18, Up 25%) It's apartments in Toronto, Ottawa and Montreal. They've done an excellent job buying properities and refurbishing them. Margins are way up. They bought some apartments in Montreal recently. Pays only a 2% yield, but they consistently raise it.
property mngmnt/investment
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(A Top Pick Oct 01/18, Up 25%) It's apartments in Toronto, Ottawa and Montreal. They've done an excellent job buying properities and refurbishing them. Margins are way up. They bought some apartments in Montreal recently. Pays only a 2% yield, but they consistently raise it.
property mngmnt/investment
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Gavin Graham

Trustee, Pointbreak ETFs...

Price Price
$14.520
Owned Owned
Yes

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PAST TOP PICK
Boralex Inc.(BLX-T) 

March 27, 2019

(A Top Pick Oct 01/18, Up 9%) 47% of its wind turbines are in France which likes wind power. BLX sold off when Ontario's Ford government announced it would cut back on green power, but BLX is on sale now and pays a 3% yield. This has very long contracts at fixed utility rates.
electrical utilities
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(A Top Pick Oct 01/18, Up 9%) 47% of its wind turbines are in France which likes wind power. BLX sold off when Ontario's Ford government announced it would cut back on green power, but BLX is on sale now and pays a 3% yield. This has very long contracts at fixed utility rates.
electrical utilities
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Gavin Graham

Trustee, Pointbreak ETFs...

Price Price
$19.320
Owned Owned
Yes

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COMMENT
A good time to enter it--it's down now. It's a diversified miner and a play on global economic growth. But its price isn't higher than 10 years ago. Pays a decent yield. This depends on your projection on global growth.
precious metals
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A good time to enter it--it's down now. It's a diversified miner and a play on global economic growth. But its price isn't higher than 10 years ago. Pays a decent yield. This depends on your projection on global growth.
precious metals
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Gavin Graham

Trustee, Pointbreak ETFs...

Price Price
$30.780
Owned Owned
Unknown

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PARTIAL SELL
It depends on your outlook for global growth. Pays a decent dividend and its volumes are holding up. But this stock is below its price 10 years ago. Perhaps take profits.
investment companies/funds
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It depends on your outlook for global growth. Pays a decent dividend and its volumes are holding up. But this stock is below its price 10 years ago. Perhaps take profits.
investment companies/funds
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Gavin Graham

Trustee, Pointbreak ETFs...

Price Price
$20.170
Owned Owned
Unknown

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COMMENT
General Market Comment 

March 27, 2019

Huawei and investing in China Huawei is like SCN Lavalin, facing a lot of political pressure. He wouldn't buy it. When investing in China, it depends on what the Chinese government's policy is. Are you friendly or well-connected to the government? Could those connections suddenly change (and hurt you)? Better to invest through Hong Kong, because it's well-regulated and offers quality Chinese companies and there is some protection legally.
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Huawei and investing in China Huawei is like SCN Lavalin, facing a lot of political pressure. He wouldn't buy it. When investing in China, it depends on what the Chinese government's policy is. Are you friendly or well-connected to the government? Could those connections suddenly change (and hurt you)? Better to invest through Hong Kong, because it's well-regulated and offers quality Chinese companies and there is some protection legally.
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Gavin Graham

Trustee, Pointbreak ETFs...

Price Price
$0.000
Owned Owned
Unknown

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BUY
Visa Inc.(V-N) 

March 27, 2019

It's the ideal business, taking 2-3% of every transaction, but taking no risk. Competition? Maybe one day cryptocurrencies. You can take profits. It's pricey now. You can't go wrong with this.
other services
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It's the ideal business, taking 2-3% of every transaction, but taking no risk. Competition? Maybe one day cryptocurrencies. You can take profits. It's pricey now. You can't go wrong with this.
other services
0 0 0 0 0
0 comments
Gavin Graham

Trustee, Pointbreak ETFs...

Price Price
$154.220
Owned Owned
Unknown

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